Possibilities-Based Planning for Tech Workers

  • This Event has passed.

Possibilities-Based Planning for Tech Workers

It can be challenging to fully develop and articulate your goals, especially when your goal is on a longer time horizon. If it involves a wealth accumulation component, it can be hard to anticipate what actually could be possible. We'll help you ask the right questions to uncover what is most important to you, create a vision for your future, then build a framework to define and work toward your goals, adjusting as the possibilities evolve over time. Join Merriman advisor, Lowell Parker, CFP® for an interactive presentation to discover the possibilities with your own financial plan.

Join the Meeting
Organizer

Sign up to be notified of future events!

9 + 1 =

Additional Online Resources

Subscribe to receive more great content monthly